Kaelen Perushek is a financial advisor with Morgan Stanley in Westlake Village, CA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in the Economics Department at the University of California, Santa Barbara, and has nine years of experience with the La Canada Unified School District. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured processes and firm-approved tools to support client goals.

Peter Dahabreh is a financial advisor with Merrill, holding Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Harvard University. Outside of his advisory role, he owns Pasha Worldwide LLC, a dropshipping e-commerce business specializing in furniture, lamps, and home library products. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Jack Randall is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and approximately one year of industry experience. Prior to joining Osaic, he held various positions including roles at the University of Oregon and Enterprise Holdings. Randall is also involved in para-legal work related to estate planning and assists with client services in lending and investment advisory capacities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using both discretionary and non-discretionary management supported by advanced asset-allocation tools and third-party platforms.

Richard Groscost is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Claremont, CA, and has 24 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2011. Outside of advising, he holds a partial ownership stake in an inherited environmental testing facility through ChemHistory LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, and advisors use proprietary research and tools to develop tailored recommendations.

Yung Yi is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo Clearing, Yi worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC for eight years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

David Brodsky is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he owns Broad Sky LLC, a rental real estate business. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management techniques and firm-supported research.

Jeffrey Moorhouse is a CFP® professional with over 32 years of experience, currently advising at Raymond James Financial in Ventura, CA. He has been with Raymond James since 2009 and previously served at the Carpinteria Sanitary District for nine years. Outside of his advisory role, he is a partner in 76Q, LLC, where he manages bookkeeping and other administrative tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory programs.

Robert Kay is a CFP®-certified financial advisor with Ameriprise in Simi Valley, CA, bringing 16 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2021. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Tatiana Barry is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at Edward Jones in Westlake Village, CA. She has been with Edward Jones since 2014. Outside of advising, she owns and manages a rental property in Chicago. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Abby Goldstein is a CFP® professional with 18 years of experience in the financial services industry. She has worked at Wells Fargo Advisors for 13 years before joining LPL Financial in 2025. Goldstein serves as a FINRA arbitrator outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives.

Logan Ludwig is a financial advisor at Merrill with Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked at Bank of America, World Financial Group, and Matthews Commercial Real Estate Investment Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dustin Tondreau is a financial advisor at LPL Financial with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at Lincoln Financial Advisors Corporation, Farmers Insurance, and CuVantis Wealth Planning. He is also involved with Oceanair Federal Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Hugh Fisher is a financial advisor with Edward Jones in Simi Valley, CA. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Lyon is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Lyon maintains a minority ownership interest in two firms from which he previously resigned as an employee in 2006, with no current involvement in their management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm operates with institutional trading capabilities alongside wealth management services.

Edward Vukmirovich is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and was previously affiliated with Diamond Hill Capital Management Inc. and Foreside Financial Services LLC for 16 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Richard Sinderbrand is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Pruco Securities, Prudential Advisors, Advantage Capital Advisors, Bank of America, and Merrill. Outside of his advisory role, he has authored a non-fiction book. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, investment solutions, and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Wayne Simpson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory work, he co-owns a trucking and transportation business in Granada Hills, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Helen Middlebrook is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at John Miller and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Anthony Coyne is a financial advisor with LPL Financial in Camarillo, CA, holding a Series 63 designation and 32 years of industry experience. He has been associated with LPL Financial since 2002 and also operates Coyne Wealth Management and Householder Group Estate & Retirement Specialists, providing investment advisory services through these independent entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by in-house research and third-party subadvisors.

Derek Chaffin is a financial advisor with Wells Fargo Clearing in Santa Barbara, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as co-trustee for his mother’s investment-related trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with investment menus that notably include insurance-related products and bank deposit sweep options.